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Pear Tree Polaris Small Cap Fund (USBNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.99-0.19 (-0.73%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.33%
5-Year Average Return6.91%
Number of Years Up22
Number of Years Down9
Best 1 Yr Total Return (Jun 30, 2024)40.21%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return40.21%
Worst 3-Yr Total Return1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUSBNXCategory
YTD4.09%26.79%
1-Month2.81%-1.77%
3-Month2.97%4.45%
1-Year23.83%71.02%
3-Year3.74%9.35%
5-Year9.05%12.17%
10-Year6.56%9.95%
Last Bull Market25.57%28.07%
Last Bear Market-10.45%-24.24%

Annual Total Return (%) History

Year
USBNXCategory
2024
N/AN/A
2023
12.84%N/A
2022
-5.12%N/A
2021
24.23%N/A
2020
-4.78%4.02%
2019
23.50%21.43%
2018
-10.88%-15.46%
2017
6.42%8.54%
2016
20.88%25.99%
2015
-1.48%-6.71%
2014
-6.81%3.34%
2013
40.21%36.22%
2012
13.39%16.00%
2011
-4.53%-4.45%
2010
26.93%26.17%
2009
33.35%31.32%
2008
-49.30%-32.24%
2007
0.18%-6.08%
2006
21.03%16.27%
2005
9.08%6.40%
2004
22.85%21.14%
2003
43.08%42.38%
2002
-29.31%-10.12%
2001
-2.27%15.92%
2000
7.59%18.64%
1999
32.02%6.78%
1998
0.38%-6.93%
1997
7.20%27.89%
1996
23.33%22.50%
1995
34.96%22.49%
1994
4.31%-0.53%
1993
28.89%17.24%
1992
N/A19.74%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
2023-0.26%2.06%-0.13%11.00%
2022-2.03%-10.45%-4.81%13.62%
202118.28%1.97%-2.22%5.33%
2020-36.99%20.58%-2.90%29.07%
201911.59%1.54%-1.07%10.16%
2018-2.38%7.69%3.97%-18.47%
20171.11%0.91%0.98%3.29%
2016-0.92%2.55%6.90%11.29%
20153.66%1.50%-11.67%6.01%
2014-3.05%-1.81%-7.71%6.07%
201310.73%3.78%9.76%11.16%
201213.62%-1.67%0.75%0.74%
20115.84%-1.66%-18.94%13.14%
201010.40%-9.73%12.59%13.12%
2009-8.71%17.42%17.75%5.65%
2008-12.46%2.36%-14.81%-33.59%
20073.33%4.23%-0.28%-6.72%
200611.66%-0.96%0.35%9.06%
2005-2.18%4.45%6.43%0.31%
20049.51%-0.70%-0.30%13.33%
2003-2.20%17.36%9.86%13.47%
2002-2.30%-13.58%-15.40%-1.05%
2001-10.92%14.32%-16.48%14.91%
200017.62%-4.39%6.87%-10.48%
1999-8.69%10.34%-0.99%32.35%
199811.68%-5.40%-20.08%18.88%
1997-13.06%17.82%13.83%-8.05%
19965.41%9.42%6.15%0.73%
19955.97%9.42%16.71%-0.27%
19940.26%-8.02%12.48%0.56%
19939.71%5.17%13.06%-1.21%
199225.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD37
1-Month90
3-Month55
1-Year51
3-Year42
5-Year79

Load Adjusted Returns

1-Year23.83%
3-Year3.74%
5-Year9.05%
10-Year6.56%